Recently, the Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Science and Technology, the People's Bank of China, the Banking and Insurance Regulatory Commission, the Energy Administration and other six departments jointly issued the Guiding Opinions on Promoting the Development of the Energy Electronics Industry (Ministry of Industry and Information Technology Lian Electronics [2022] No. 181, hereinafter referred to as the Guiding Opinions).
The Guiding Opinions put forward that by 2025, industrial technological innovation will have made breakthroughs, the industrial base will be advanced, the level of industrial chain modernization will be significantly improved, and the industrial ecosystem will be basically established. The supply capacity of high-end products has been significantly improved, and the application of technology integration has been accelerated. The energy electronics industry effectively supports the large-scale application of new energy and has become an important force in promoting the energy revolutio
By 2030, the comprehensive strength of the energy electronics industry will continue to improve, forming an industrial scale that is compatible with the domestic and foreign demand for new energy. The industrial cluster and ecosystem have been constantly improved, and the new generation of information technologies such as 5G/6G, advanced computing, artificial intelligence, and industrial Internet have been widely used in the energy field. A number of energy and electronic enterprises with international leading level have been cultivated and formed, and the discipline construction and talent training system are sound. The energy electronics industry has become a key force to promote the realization of carbon peak and carbon neutrality.
Now let's help you understand the relevant contents of the Guiding Opinions.
| What are the key tasks of the Guidance?
The Guiding Opinions aims to rely on the competitive advantages of China's photovoltaic, lithium-ion battery and other industries, start from the supply side, make efforts at the manufacturing side, take hard technology as the guidance, and take industrialization as the goal, and accelerate the promotion of technological breakthroughs in various fields of energy electronics and the improvement of product supply capacity. Combining the current situation and foundation of industrial development, the Guiding Opinions put forward six key tasks.
First, we will further promote the coordinated and integrated development of the entire industrial chain of energy and electronics by strengthening the coordination between supply and demand, promoting the coordinated development of the entire industrial chain, and improving the technical innovation support system.
The second is to improve the supply capacity by developing advanced and efficient photovoltaic products and technologies, and developing safe and economic new energy storage products.
Third, support the application of key terminal markets by promoting the demonstration of advanced products and technologies, supporting the integrated development of key fields, and increasing the application and promotion of emerging fields.
Fourth, promote the development and innovative application of key information technologies from the development of new energy-oriented key information technologies, the promotion of intelligent manufacturing and operation and maintenance management.
The fifth is to promote the healthy and orderly development of the industry by strengthening the construction of public service platform, improving the industrial standard system, strengthening the industrial standard management, and doing a good job in safety risk prevention.
Sixth, we should strive to improve the development level of industrial internationalization from accelerating the pace of international cooperation and deepening the layout of global industrial chain.
| New energy and new energy storage
Accelerate the innovation and breakthrough of smart photovoltaic, develop high-purity silicon materials and large-size silicon chip technology, support the production of high-efficiency and low-cost crystalline silicon cells, promote the research and development and application of advanced technologies such as N-type high-efficiency cells, flexible thin film cells, perovskite and laminated cells, and improve the capacity of large-scale mass production. Encourage the development of advanced and applicable smart photovoltaic modules, and develop smart inverters, controllers, combiner boxes, tracking systems and other key components. We will increase support for the R&D and application of key technical equipment and raw and auxiliary materials.
We will encourage the development of safe and convenient household intelligent photovoltaic systems, and encourage the development of mobile energy products such as photovoltaic power packs, wearable equipment, and vehicles. Explore the establishment of photovoltaic "carbon footprint" evaluation standards and carry out certification. Accelerate the construction of photovoltaic supply chain traceability system, and promote the research and development and industrial application of photovoltaic module recycling technology.
Strengthen the industrialization of new energy storage batteries and promote the large-scale application of advanced energy storage technologies and products. Research and break through key technologies such as ultra-long life and high safety battery system, large-scale large-capacity and efficient energy storage, mobile energy storage of vehicles, and accelerate the development of new batteries such as solid-state batteries, sodium ion batteries, hydrogen energy storage/fuel cells.
Promote intelligent production process and equipment, advanced integration and manufacturing technology, performance testing and evaluation technology. Improve the guarantee capacity of lithium, nickel, cobalt, platinum and other key resources, and strengthen the development and application of alternative materials. Promote hybrid energy storage systems based on complementary power and energy electrochemical energy storage technologies. Support the establishment of a life-cycle traceability management platform such as lithium battery, carry out research on battery carbon footprint accounting standards and methods, and explore the establishment of a carbon emission management system for battery products.
| Industrial chain direction
Encourage enterprise-led research and development activities for market-oriented and industrial applications, and expand the supply of intelligent and diversified products and services such as photovoltaic power generation systems, new energy storage systems, and new energy microgrids.
Put the promotion of new energy development in a more prominent position, actively and orderly develop optical energy, silicon energy, hydrogen energy and renewable energy, promote the coordinated development of the upstream and downstream of the supply chain of the energy electronics industry chain, and form a dynamic and balanced benign industrial ecology. Guide the balanced development of solar photovoltaic, energy storage technology and products, and avoid overcapacity and vicious competition. Promote the deep integration and innovative application of "optical storage terminal information", grasp the development trend and law of the digital economy, accelerate the integrated development of the new generation of information technology and new energy, and actively cultivate new products, new business forms and new models. Promote key breakthroughs in the fields of basic components, basic materials, basic technology, etc., forge the industry's long board, complement the basic short board, and improve the anti-risk capability of the industrial chain supply chain.
| Key terminal market applications
Accelerate the promotion of power semiconductor devices for photovoltaic power generation, wind power generation, power transmission, new energy vehicles and rail transit. Improve LED technology with long life and high efficiency, promote the application of new semiconductor lighting products in smart cities, smart homes and other fields, and develop green lighting and health lighting.
Encourage the construction of industrial green micro-grid, realize the development and operation of integrated systems such as distributed photovoltaic, distributed wind power, multiple energy storage, efficient heat pump, waste heat and residual pressure utilization, smart energy management and control, and realize the efficient and complementary utilization of multiple energy. Support the construction of large wind and electricity bases. Accelerate the R&D and promotion of electric ships and electric aircraft. Explore the integrated application path of photovoltaic and new energy vehicles. Promote the R&D and application of roof and wall photovoltaic systems, develop household light storage ultra-micro power stations, and promote the integrated application of photovoltaic, energy storage batteries and building materials.
Adopt distributed energy storage, "PV+energy storage" and other modes to promote the diversification of energy supply, and improve the application level of energy electronic products in new infrastructure fields such as 5G base stations and new energy vehicle charging piles. To improve the energy security and supply capacity for major projects such as the "East to West" project, establish a distributed photovoltaic cluster supporting energy storage system, and promote the consumption of renewable energy such as data centers. Explore and carry out the construction of smart energy system, smart microgrid and virtual power plant with integration of source, grid, load and storage, and multi-energy complementation, develop fast real-time microgrid coordination control system and multi-user friendly intelligent supply-demand interaction technology, accelerate the research and development of photovoltaic products and energy storage systems applicable to smart microgrid, and meet the personalized power demand of users.
